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Strategies API

The Strategies API provides CRUD operations for managing trading strategies. Strategies are persisted in PostgreSQL and associated with specific users and organizations.

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Base URL

http://localhost:5001/api/v1/strategies

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Authentication

All endpoints require authentication. Include your JWT token or API key in the request headers: 
Authorization: Bearer YOUR_JWT_TOKEN

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Strategy Rules Format

Each strategy’s rules field contains entry and exit rule arrays. Each rule object has:
FieldTypeRequiredDescription
namestringyesSignal function name from the signal registry (e.g., "rsi_oversold")
signal_typestringyes"TRIGGER" (event-based) or "FILTER" (state-based)
timeframestringyesCandle interval: 5m, 15m, 30m, 1h, 4h, 1D
paramsobjectyesSignal-specific parameters

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Signal Composition Constraints

Entry rules require exactly 2 signals:
  • Exactly 1 TRIGGER signal — event-based signal that fires when a specific condition occurs
  • Exactly 1 FILTER signal — state-based signal that validates current market conditions
Both must evaluate to True for an entry to occur. Exit rules:
  • Exactly 1 TRIGGER signal
  • Optional: 0 or 1 FILTER signal
Stop loss and take profit are NOT signal rules. They are managed by the execution engine via ATR-based risk management configured in execution_config.

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Endpoints

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List Strategies

GET /api/v1/strategies List all strategies for the authenticated user and organization. Query Parameters:
  • skip (optional, integer): Number to skip for pagination. Default: 0
  • limit (optional, integer): Maximum to return. Default: 100
curl -H "Authorization: Bearer $TOKEN" \
  "http://localhost:5001/api/v1/strategies?skip=0&limit=10"
Response (200 OK): 
{
  "success": true,
  "strategies": [
    {
      "id": "5089b9a8-f375-4813-8ed0-d7175368a11e",
      "name": "eth_strategy_20260124_220416",
      "asset": "ETH",
      "status": "inactive",
      "created_at": "2026-01-24T22:01:51Z"
    }
  ],
  "total": 1,
  "skip": 0,
  "limit": 10
}

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Create Strategy

POST /api/v1/strategies Create a new trading strategy. Required Fields:
  • name (string): Strategy name
  • asset (string): Asset symbol (e.g., "BTC", "ETH")
  • entry (array): Entry rules (1 TRIGGER + 1 FILTER)
Optional Fields:
  • exit (array): Exit rules (default: [])
  • reward_factor (number): Risk/reward ratio (default: 2.0)
  • execution_config (object): Execution parameters (defaults from trading_defaults.json)
curl -X POST "http://localhost:5001/api/v1/strategies" \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "BTC RSI Strategy",
    "asset": "BTC",
    "entry": [
      {
        "name": "rsi_oversold",
        "signal_type": "TRIGGER",
        "timeframe": "1h",
        "params": {"window": 14, "threshold": 30}
      },
      {
        "name": "is_above_sma",
        "signal_type": "FILTER",
        "timeframe": "1h",
        "params": {"window": 50}
      }
    ],
    "exit": [],
    "reward_factor": 2.0
  }'
Response (201 Created): The response includes execution_config and execution_state, populated with defaults from trading_defaults.json if not provided. 
{
  "success": true,
  "strategy": {
    "id": "278bba9d-7f4c-476c-9dea-a1a44f1fcfba",
    "name": "BTC RSI Strategy",
    "asset": "BTC",
    "status": "inactive",
    "rules": {
      "name": "btc_rsi_strategy",
      "asset": "BTC",
      "entry": [
        {"name": "rsi_oversold", "signal_type": "TRIGGER", "timeframe": "1h", "params": {"window": 14, "threshold": 30}},
        {"name": "is_above_sma", "signal_type": "FILTER", "timeframe": "1h", "params": {"window": 50}}
      ],
      "exit": [],
      "reward_factor": 2.0
    },
    "execution_config": {
      "max_risk_per_trade": 0.01,
      "reward_factor": 2,
      "stop_loss_calculation": "dynamic_atr",
      "atr_period": 14,
      "atr_volatility_factor": 2.0
    },
    "execution_state": {
      "cash_balance": 10000.0,
      "account_value": 10000.0,
      "total_trades": 0,
      "num_open_positions": 0
    },
    "created_at": "2026-02-10T16:21:59Z"
  }
}

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Get Strategy

GET /api/v1/strategies/{strategy_id} Retrieve a specific strategy by ID with full details including rules, execution_config, and execution_state. 
curl -H "Authorization: Bearer $TOKEN" \
  "http://localhost:5001/api/v1/strategies/278bba9d-7f4c-476c-9dea-a1a44f1fcfba"

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Delete Strategy

DELETE /api/v1/strategies/{strategy_id} Delete a strategy by ID. Only the strategy owner can delete it. 
curl -X DELETE "http://localhost:5001/api/v1/strategies/278bba9d-7f4c-476c-9dea-a1a44f1fcfba" \
  -H "Authorization: Bearer $TOKEN"

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Update Strategy Status

PATCH /api/v1/strategies/{strategy_id}/status Update a strategy’s deployment status. Valid values: draft, inactive, paper, live, archived. 
curl -X PATCH "http://localhost:5001/api/v1/strategies/278bba9d-7f4c-476c-9dea-a1a44f1fcfba/status" \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"status": "paper"}'

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Execution Configuration

Each strategy includes execution_config for risk management:
FieldTypeDescription
max_risk_per_tradenumberMaximum risk per trade as decimal (0.01 = 1%)
reward_factornumberRisk/reward ratio target
stop_loss_calculationstring"dynamic_atr" or "fixed"
atr_periodintegerATR lookback period in bars (default: 14)
atr_volatility_factornumberATR multiplier for stop loss distance
max_open_positionsintegerMaximum concurrent open positions
max_trades_per_dayintegerDaily trade limit
cooldown_barsintegerBars to wait between trades
max_hold_barsintegerMaximum bars to hold any position

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Error Codes

CodeHTTP StatusDescription
AUTH_REQUIRED401Authentication required
PERMISSION_DENIED403User lacks permission
RESOURCE_NOT_FOUND404Strategy not found
MISSING_FIELD400Required field missing
VALIDATION_ERROR400Invalid request data